RIA Intelligence

MERIDIAN FINANCIAL, LLC

CRD #119679 SEC #801-117452 HOLLISTON, MA (508) 429-2600
SEC Registered
Total AUM
$257.9M
Discretionary
$257.9M
Employees
5
Clients
51
Accounts
745

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 31, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRIFFITH, ANN, MARGARETICHIEF COMPLIANCE OFFICERNA
GRIFFITH, ANN, MARGARETICHIEF COMPLIANCE OFFICERNA
GRIFFITH, ANN, MARGARETICHIEF COMPLIANCE OFFICERNA
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
BRUGGEMAN, GEORGIA, GUYOTTICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control

Registrations

Federal

IA
Oct 31, 2025 REGISTERED

Notice Filings (5)

CT FL MA NH TX

Address

13 WATER STREET
SUITE 302
HOLLISTON, MA 01746
United States
Phone: (508) 429-2600